+3,549.0%
LRCX vs BRKR
+155.3%
+3,393.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -3.1% | -8.7% | +5.6% | +1.2% |
| 30D | -8.6% | -9.9% | +1.3% | -4.3% |
| 3M | -17.7% | -3.1% | -14.6% | -19.4% |
| 6M | +36.4% | +45.5% | -9.1% | +6.6% |
| YTD | +74.5% | +13.7% | +60.9% | +53.6% |
| 1Y | +159.4% | +67.4% | +92.0% | +83.0% |
| 3Y | +361.6% | -13.2% | +374.8% | +324.8% |
| 5Y | +425.2% | -39.5% | +464.7% | +477.5% |
| All | +3,549.0% | +155.3% | +3,393.7% | +1,894.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BRKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling